Purchases and Sales Made in Q2 2025 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q2 2025. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US DIVIDEN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
12.2K+ 20.79% |
$298K - $341K
|
71.1K
$1.95M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.2K+ 1.38% |
$297K - $341K
|
895K
$24.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
12.1K+ 138.48% |
$294K - $337K
|
20.8K
$571K
|
|
|
Aug 01, 2025
Q2 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
12KNew |
$292K - $335K
|
12K
$330K
|
|
|
Aug 15, 2025
Q2 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
11.9KNew |
$289K - $331K
|
11.9K
$327K
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
11.8KNew |
$287K - $329K
|
11.8K
$324K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
11.8KNew |
$287K - $328K
|
11.8K
$324K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
11.7K+ 25.37% |
$284K - $326K
|
57.8K
$1.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.7K+ 90.62% |
$284K - $325K
|
24.6K
$675K
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
11.7KNew |
$283K - $325K
|
11.7K
$320K
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
11.4K+ 75.81% |
$276K - $317K
|
26.3K
$724K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
11.3K+ 4.61% |
$275K - $315K
|
257K
$7.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11.2K+ 6.15% |
$272K - $312K
|
193K
$5.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11.2KNew |
$272K - $312K
|
11.2K
$307K
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
11.2KNew |
$272K - $311K
|
11.2K
$307K
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
11.1K+ 3.27% |
$271K - $311K
|
352K
$9.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.1K+ 0.76% |
$271K - $310K
|
1.48M
$40.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
11.1K+ 10.95% |
$271K - $310K
|
113K
$3.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
11.1K+ 15.3% |
$269K - $308K
|
83.3K
$2.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
BUY
|
- |
11K+ 4.31% |
$268K - $307K
|
267K
$7.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
11K+ 342.92% |
$267K - $306K
|
14.2K
$389K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10.9K+ 25.24% |
$265K - $304K
|
54.1K
$1.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
10.9KNew |
$265K - $303K
|
10.9K
$299K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
10.9K+ 22.4% |
$264K - $303K
|
59.4K
$1.63M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
10.7K+ 13.05% |
$260K - $298K
|
92.6K
$2.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
10.6K+ 1.95% |
$257K - $295K
|
552K
$15.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
10.5KNew |
$256K - $293K
|
10.5K
$289K
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
10.5KNew |
$255K - $293K
|
10.5K
$288K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.5K+ 3.78% |
$255K - $292K
|
288K
$7.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10.5K+ 15.11% |
$255K - $292K
|
79.8K
$2.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
10.4KNew |
$254K - $291K
|
10.4K
$287K
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
10.4KNew |
$253K - $290K
|
10.4K
$286K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
10.3K+ 43.55% |
$250K - $287K
|
33.9K
$931K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
10.2K+ 4.7% |
$248K - $284K
|
227K
$6.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
10.2K+ 18.38% |
$247K - $283K
|
65.5K
$1.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
10K+ 51.59% |
$244K - $280K
|
29.5K
$811K
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
10K+ 30.85% |
$243K - $279K
|
42.4K
$1.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
9.99K+ 21.13% |
$243K - $278K
|
57.3K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
9.88K+ 14.92% |
$240K - $275K
|
76.1K
$2.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
9.87K+ 3.29% |
$240K - $275K
|
310K
$8.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
9.82K+ 24.9% |
$239K - $274K
|
49.3K
$1.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
9.77K+ 9.17% |
$238K - $272K
|
116K
$3.19M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
9.76K+ 123.28% |
$237K - $272K
|
17.7K
$486K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.75K+ 18.63% |
$237K - $272K
|
62.1K
$1.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
9.74K+ 10.64% |
$237K - $272K
|
101K
$2.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
9.68K+ 2.04% |
$235K - $270K
|
485K
$13.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
9.67K+ 44.72% |
$235K - $270K
|
31.3K
$860K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
9.63K+ 25.42% |
$234K - $268K
|
47.5K
$1.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.62K+ 10.01% |
$234K - $268K
|
106K
$2.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
9.61K+ 6.87% |
$234K - $268K
|
149K
$4.11M
|